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CFA · CFP
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CFA · CFP

Silvia Silvar

8 Years of Experience
Orford, NH

Silvia Silvar is a CFA, CFP-designated registered investment advisor at Manent Capital, based in Orford, NH, with 8 years of industry experience. Silvia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 25 clients with $82M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$82.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2M+1.00%

Fees are negotiable in rare occasions depending on the client's needs and complexity of the situation. Ongoing financial planning is included without an additional fee for clients with $500,000 or more in assets with Manent Capital.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Silvia Silvar

Location

Orford, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Manent Capital
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Morgan Stanley
June 2017 - December 2019 · 2 yrs 6 mos
Morgan StanleyBroker
June 2017 - December 2019 · 2 yrs 6 mos
State Registrations3 states
MANHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Silvia Silvar
Silvia Silvar - Financial Advisor | TrueAdvisor